Now That 2027 RAM Manufacturing Capacity Has Reportedly Been Sold Through, It's Hard To Imagine the RAMageddon Ending Any Time Soon
www.ign.com
A new report suggests that all three memory manufacturers — Samsung, SK Hynix, and Micron — have collectively sold through their 2027 memory manufacturing capacity to AI companies.
  • UnderpantsWeevil@lemmy.worldEnglish
    1·
    17 days ago

    If you were a chip manufacturer and actually believed that there was a big future in AI, you’d be using those investment dollars to build some more chip fabs.

    Major new semiconductor fabrication plant projects are expanding across the United States, led by a $16.8 billion SpaceX and Tesla “Terafab” project in Grimes County, Texas, massive expansions by TSMC in Arizona, and Samsung’s ongoing fab development in Taylor, Texas.

    Computer hardware depreciates in value very quickly. You don’t buy hardware today so you can install that hardware in a datacenter that won’t be online for another year.

    Hardly unusual for speculators to buy up a hot commodity the day of release and then resell it into an inflated secondary market a few days or weeks later.

    • ayyy@sh.itjust.worksEnglish
      7·
      17 days ago

      SpaceX and Tesla “Terafab” project

      Ah, so the only thing we know with confidence is that it’s definitely not happening.

    • SpaceCowboy@lemmy.caEnglish
      1·
      16 days ago

      Sure there’s plans, maybe even some ribbon cutting with some gold shovels to “break ground” or whatever. These are things you do when running a Big Store type of scam.

      • UnderpantsWeevil@lemmy.worldEnglish
        1·
        16 days ago

        TSCM’s Arizona plant was announced in May 2020.

        And it has much more to do with defense industry senators brokering the deal than Biden’s presidency.

        The Chips Act was in committee with bipartisan support before the election was decided. Senator Warner joined U.S. senator John Cornyn in introducing the $52 billion CHIPS for America Act was back in June of 2020.